Plan Snapshot
- Plan Sponsor: Points Of Light Foundation
- Sponsor EIN: 650206641
- Sponsor Address: 101 MARIETTA ST NW STE 3100, ATLANTA, GA, 30303
- Plan Type: 403(b)
- Total Participants: 66
- Total Assets: $14.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 66 | $14.8M | $203,441 | $607,278 |
| 2023 | 57 | $12.9M | $178,982 | $524,236 |
| 2022 | 60 | $11.2M | $195,635 | $544,443 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CHERRY BEKAERT LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $44,840 | $23,123 | — | — | — |
| 2023 | $21,318 | $10,087 | — | — | — |
| 2022 | $55,329 | — | $55,329 | — | — |